Data sourced from ASIC Financial Advisers Register
Financial Adviser · STIRLING, WA

Paul James Summers

19 Years experience
Tax advice
authorised
Currently at
Matrix Planning Solutions Limited
Bundall, QLD
View firm profile
ASIC Registered · ADV 001004018

Paul James Summers is a financial adviser based in Stirling, Western Australia, with 19 years of experience in the financial services industry. Paul is currently authorised under Matrix Planning Solutions Limited. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts (Accounting & Finance) from University of West of England (UK). Paul is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Arts (Accounting & Finance)
University of West of England (UK)
2007
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2011
Margin Lending and Geared Investments Program
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course
Ethics - Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited
Dec 2019 - Present Current
Excludes SMSF
Commonwealth Financial Planning Limited
Aug 2016 - Dec 2019 Ceased
Not authorised to provide personal advice on Securities
Commonwealth Financial Planning Limited
Feb 2007 - Jul 2016 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register